See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Filed as: STANCORP Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $19,781 |
FINANCIAL ADVOCATES3 years Filed as: FINANCIAL ADVOCATES ADVISORY SER Service code 27 · EIN 26-2456952 | Advisory (Plan) | $12,920 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,855 | $98,750-31.3% | $149,696-54.7% | $79,858-15.0% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.5%+9.8pp | 69.6%+22.7pp |
| Annual return | 17.71% | 27.43%-9.7pp | 276.60%-258.9pp | 31.71%-14.0pp |
| Employer contribution / active EE | $2,122 | $3,216-34.0% | $4,644-54.3% | $2,471-14.1% |
| Participant deferral / active EE | $8,499 | $5,680+49.6% | $6,842+24.2% | $3,740+127.2% |
| Admin fee / account holder | $292 | $6,053-95.2% | $9,309-96.9% | $5,306-94.5% |